跳到正文

BENJ — Horizon Fds 机构持仓 · 2026年Q2

谁持有 Horizon Fds(BENJ)?2026年Q2(报告期截至 2026-06-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 2.80 亿美元。前几大持有机构:Envestnet Asset Management Inc(7,480.00 万美元)、Bank of New York Mellon Corp(5,920.00 万美元)、LPL Financial LLC(4,660.00 万美元)。

排名机构市值股数变动
1ENVESTNET ASSET MANAGEMENT INC$74.8M1.4M增持
2Bank of New York Mellon Corp$59.2M1.1M减持
3LPL Financial LLC$46.6M884,354减持
4Cetera Investment Advisers$44.3M839,309减持
5Cambridge Investment Research Advisors, Inc.$40.2M763,002减持
6Orion Porfolio Solutions, LLC$6.6M124,730减持
7PRINCIPAL SECURITIES, INC.$4.2M79,022减持
8CERTIOR FINANCIAL GROUP, LLC$1.6M30,986减持
9Envestnet Portfolio Solutions, Inc.$956,35818,130减持
10OSAIC HOLDINGS, INC.$648,24412,289增持
11Brookstone Capital Management$305,5285,792减持
12Atria Investments, Inc$275,5135,223减持
13Brookwood Investment Group LLC$268,0235,081减持
14Kestra Advisory Services, LLC$224,2934,252新建仓
15Silver Grove Financial Group, Inc.$52,7501,000新建仓
16US BANCORP \DE\$45,418861新建仓
17Horizon Investments, LLC$19,412368减持
18Royal Bank of Canada$00清仓
19UBS Group AG$00清仓
20Independent Advisor Alliance$00清仓
21IFS Group,LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30